Investments

Opportunities to win UHNW clients abound, but so do challenges, experts tell advisors at the Schwab Impact conference.

While technology has expanded the toolkit for advisors, some still struggle to differentiate their offerings.

The changes follow the firm’s recent move to cut some client fees on separately managed accounts.

As the sector grows to over $30 trillion in Europe, North America, Japan, Australia and New Zealand, one popular approach consists of excluding offenders.

A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.

The large number of closures in equities and “other” categories could not be offset by new additions, Index Industry Association research shows.

How sequence of returns affects retirement portfolio survival.

The SEC’s recently passed ETF modernization rule, which expands choice in the market, “is probably the end of the mutual fund industry.”

It's no exaggeration to say rock-bottom fees are an existential threat to many asset managers. However, technology could still save the day.

Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.

With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.

Jason Wenk, founder of Altruist, is ramping up for an end-of-year debut.

Stunned by the cost of in vitro fertilization, this advisor quickly learns the importance of HSAs.

Appetite for cyclical plays like financials has picked up as trade negotiations between the U.S. and China show signs of progress.

Despite their high fees and double-digit returns, nearly all have even outperformed themselves so far this year.

Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”

Worries about the proliferation of new funds were high at the first Bogleheads conference without the company’s former leader.

The move comes amid years of mediocre returns posted by hedge funds, prompting investors to pull money and demand lower fees.

Many lenders have started to scale back as the fund industry copes with reduced demand for research following MiFID II.

While many workers don’t have access to pension plans, annuities can provide a source of guaranteed retirement income and address longevity risks.